Adams Financial Group: Year in Review 2024
As 2024 draws to a close, we at Adams Financial Group are taking a moment to reflect on the year’s milestones, achievements, and the positive impact we’ve made in the lives of our clients and the broader community. Here's a look back at what we've accomplished together:
Supporting More Clients on Their Financial Journey
This year, we had the privilege of welcoming 88 new clients to the Adams Financial Group family, bringing the total number of individuals we advise to 115. Whether it was planning for retirement, securing insurance, or achieving financial peace of mind, each client relationship has been a testament to our commitment to personalised and authentic advice.
Helping Clients Achieve Life Milestones
First-Time Homebuyers:
We were thrilled to help 7 individuals and couples purchase their first home, guiding them through one of the most significant financial decisions of their lives.Superannuation & Retirement Savings:
Currently, we manage approximately $25 million in superannuation and retirement savings, ensuring our clients’ futures are secure and aligned with their goals.
Protecting What Matters Most
Insurance remained a cornerstone of our services in 2024:
41 new insurance policies were secured, with Life Cover and Trauma/Critical Illness Insurance being the most frequently recommended.
Our tailored advice ensured clients and their families were protected against life’s uncertainties, providing them with peace of mind.
Strengthening Our Team
This year, we expanded our team with two talented new members, enhancing our ability to deliver exceptional service and expert advice.
Giving Back to Our Community
At Adams Financial Group, supporting the community is a core part of our mission. In 2024, we proudly contributed to:
SCYCC (Sunshine Coast Young Chamber of Commerce)
Sunshine Coast Legal Service
International Women’s Day (Self Events Co)
The Adams Financial Group Golf Day
These initiatives reflect our belief in creating a positive impact beyond financial services.
Looking Ahead to 2025
As we prepare for another year, we remain committed to empowering our clients to achieve their financial goals and navigate life’s milestones with confidence. We’re grateful for the trust you place in us and look forward to continuing to grow and succeed together in the year ahead.